About your business settings
Your business settings have everything to do with setting up and running your business. To access your Business settings, select your business name in the top right-hand corner of the Yoco Mobile App or click on it in the bottom left-hand corner of the Yoco Web App.
Once the Business settings page has opened up, you'll find a series of tiles/widgets that allows you to view and update your business details, edit your communications preferences, activate settings, manage your card machines, and more. Let's take a closer look.
1. Plans
The Plans tile/widget on the Business settings page in the Yoco App (mobile or web) displays your Yoco Plan details and fees, and includes your next payment date.
2. Business details
Select the Business details tile/widget on the Business settings page in the Yoco App (mobile or web) to view and change the following information:
Basic details: This is the information that appears on your receipts and invoices – your logo, trading name, registered name, phone number, business email, business website, and VAT number.
Trading address: This is the address that you run your business from.
Social media handles: Instagram, Facebook and X (formerly Twitter).
✨ Need to update your business details? Click the relevant link below for a step-by-step guide.
💡 Good to know: The logo you upload via the Business details tile/widget will be displayed on your Yoco receipts, invoices, and payment links.
3. Bank details
Select the Bank details tile/widget on the Business settings page in the Yoco App (mobile or web) to view or change the details of the bank account linked to your Yoco profile and into which your Yoco payouts are made.
✨ Need to change your bank details? Follow our simple step-by-step guide.
Please note: Changes to bank details must be verified before they will reflect in the Yoco App. Please allow at least 48 hours for verification (and check your inbox) before contacting our Support Team. In certain instances, additional documentation may be required to verify your bank details – this could result in longer verification times. A Yoco consultant will contact you directly to request the relevant documents, if necessary.
4. Communication preferences
Select the Communication preferences tile/widget on the Business settings page in the Yoco App (mobile or web) to manage how Yoco communicates with you and your staff and to add or edit who receives your Yoco reports.
✨ To set up or change your communication preferences, follow our step-by-step guide.
5. Receipt settings
The Yoco receipt you send your customers after a successful payment displays your logo, basic business details, bank details, and social media handles. The Receipt settings tile on the Business settings page in the Yoco App (mobile or web) lets you preview your receipt and customise some of your receipt settings.
✨ Find out how to customise your Yoco receipts.
6. Tip settings
Select the Tip settings tile/widget on the Business settings page in the Yoco App (mobile or web) to manage how your business accepts tips from customers. Whichever tip setting you choose will be applied to all of your Yoco card machines and/or the Yoco POS App.
✨ Need to change your tip settings? Watch our walkthrough video.
7. Payment methods
Select the Payment methods tile/widget on the Business settings page in the Yoco App (mobile or web) to choose or change the payment methods your customers can use when buying from your business. These payment methods are recorded in your Sales history.
✨ Learn more about managing your payment methods with Yoco or watch our walkthrough video.
💡 Good to know: Card, payment link and cash are 'always on' as payment methods – you don't need to activate them.
8. Card machines
Select the Card machines tile/widget on the Business settings page in the Yoco App (mobile or web) to manage the Yoco card machine(s) linked to your profile – or to buy a new one.
✨ Need to add, remove or buy a Yoco card machine from your business profile? Click here to find out how.
9. Business referrals
Select the Business referrals tile/widget on the Business settings page in the Yoco App (mobile or web) to copy your referral link or download your referral QR code to earn rewards.
✨ Find out more about the Yoco Referral Program and how it works.
10. Tax invoices
Select the Tax invoices tile/widget on the Business settings page in the Yoco App (mobile or web) to view and download your monthly tax invoices from Yoco. These tax invoices include a breakdown of all your sales, payouts and fees.
✨ Find out more about viewing and downloading your Yoco payouts and invoices here.
11. Fees
Select the Fees tile/widget on the Business settings page in the Yoco App (mobile or web) to see a breakdown of your business profile’s current Yoco fees.
✨ Learn more about how Yoco fees work here.
12. Trading hours
Select the Trading hours tile/widget on the Business settings page in the Yoco App (mobile or web) to customise your trading hours for clearer reporting.
13. Get help
Select the Get help tile/widget on the Business settings page in the Yoco App (mobile or web) or the blue chat icon in the bottom right corner of your screen to chat to a Yoco human for fast answers.
14. Terms & conditions
Select the Terms and conditions tile/widget on the Business settings page in the Yoco App (mobile or web) to view our official and legal documents, including our Merchant T&Cs, card machine and SIM card policy, Privacy T&Cs, and more.
15. Platform status
Select the Platform status tile/widget on the Business settings page in the Yoco App (mobile or web) for real-time notifications on any changes relating to our platform.
How to change your business details
✨ Top tips
Updating your business details is always password protected.
Information may need to be verified before changes can be reflected.
Greyed out details require extra verification and can only be changed by contacting Yoco Support.
1. Changing your basic business details
Log in to the Yoco App (mobile or web).
Select your business name in the top right corner of the Yoco Mobile App or the bottom left corner of the Yoco Web App.
When the Business settings page opens up, select the Business details tile.
Select the Edit button next to the basic details section.
When the screen slides up/in, make changes to any of the following business information:
Business logo
(Preferred) trading name
Telephone number
Email address
Registered VAT number
💡 Good to know: Your VAT number is displayed on the receipts and invoices you send your customers. Having the correct VAT number is critical for you and your customers to claim VAT in terms of the Value Added Tax Act, so check it carefully. Find out more about registering for VAT, and submitting returns here.
✨ Need to change your registered business name? This can only be done by contacting Yoco Support and going through the verification process again.
2. Changing your business trading address
Log in to the Yoco App (mobile or web).
Select your business name in the top right corner of the Yoco Mobile App or the bottom left corner of the Yoco Web App.
When the Business settings page opens up, select the Business details tile.
Click on the pencil icon next to the addresses section to change your trading address.
✨ Changing your trading address may require verification, and we may ask for supporting documents. In some circumstances, your transactions or payouts could be paused for a limited period while this is processed.
3. Changing your business social media handles
Log in to the Yoco App (mobile or web).
Select your business name in the top right corner of the Yoco Mobile App or the bottom left corner of the Yoco Web App.
When the Business settings page opens up, select the Business details tile.
Click on the pencil icon next to the Social media section to change your social handles for Instagram, Facebook, and X (formerly Twitter). These social media handles will appear on the Yoco receipt you send your customers after a successful transaction.
How to change your business settings
📹 Watch the video below to find out how you can:
Update your business details
Change your banking details
Update your communication preferences
Manage your receipt settings
Select your payment methods
View your current transaction fees
Contact Yoco Support